ISAs and Unit Trusts

UK Income with Growth Trust

What it invests in

About 60 carefully chosen UK stocks and bonds. Shares aim for growth and bonds provide income. We aim for the highest overall return from both for you.

Who it is suited too

Investors looking for a balance of shares and bonds who want growth as well as adding a bit extra to their income each quarter (for example, if nearing retirement or already retired).

Also suits investors wanting less risk than a fund that only invests in shares.

Risk profile

Cautious – the fund is suitable for investors who are prepared to accept some risk to their capital, with the aim of achieving a better return than a bank or building society account.

Sustainable

Are you one of the thousands of people becoming more and more concerned about climate change, alternative energy or nuclear power? This fund helps you invest your money in a responsible way without sacrificing the returns you can expect to achieve.

What it invests in

About 50 small, medium and large companies, mainly based in the UK, that contribute to the environment, human welfare and sustainability. Avoids nuclear power, armaments and tobacco companies.

Who it is suited too

Especially suited to investors holding ethical views who do not want to invest in nuclear power, armaments and tobacco companies.

Risk Profile

Balanced – The fund is suitable for investors who are prepared to accept average, or slightly above average, risk to their capital, in order to achieve an improved potential return on their money. Remember that the value of stock market based investments can go down as well as up and the capital is not guaranteed.

European Growth Trust

What it invests in

This unit trust invests in some of Europe’s major corporations operating in sectors such as luxury goods, automotive and technology.

invest now make an appointment!

Who it is suited to

Long-term investors who want a spread of investments in Europe.

Risk Profile

Adventurous – the fund is suitable for investors who are prepared to accept above average risk to their capital, with the aim of achieving a high return.

As an overseas stock market-based investment, the value can fall as well as rise and is subject to variations in currency exchange rates.